Nicolet National Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Nicolet National Bank (EIN 39-1990426) is a plan sponsor located in Green Bay, WI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-1990426
Location
Green Bay, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$105,022,349
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$105,022,349

Contributions & income

Employer contributions
$4,031,472
Participant contributions
$5,797,729
Total income / additions
$25,230,855

Expenses & distributions

Benefits paid / distributions
$7,611,467
Total expenses
$7,737,327
Net increase / (decrease)
$17,493,528

Coverage

Total reported participants
2,101
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Nicolet National Bank plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Nicolet National Bank 401(K) Plan0011,179$105,022,3492023
Nicolet National Bank Employee Health And Welfare Benefit Plan506922not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Nicolet National Bank
YearPlanParticipantsSchedulesFiling
2023Nicolet National Bank 401(K) Plan1,179H, C20240625070427NAL0009913904001
2023Nicolet National Bank Employee Health And Welfare Benefit Plan92220240708151217NAL0019471072001

Related Form 5500 pages